Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range up to 2.05% annually, depending on account size and complexity. Sub-advisor fees can be up to 1.05%. A technology fee of up to $150/year may be charged. Financial planning is billed hourly at $150-$250/hour, with a minimum charge of $500. Referral advisor fees may range up to 2.65%.
Areas of Practice
Advisor Information
Office location
Lighton Tower, 7500 College Blvd, Suite 150, Overland Park, KS, 66210
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacob is a wealth management advisor and director of operations for The Roth Companies, Inc. He is also an insurance agent selling non-variable insurance products.